Linking pages
- Energy economics and rocket science with Casey Handmer https://www.complexsystemspodcast.com/episodes/solar-economics/ 42 comments
- II. From AGI to Superintelligence: the Intelligence Explosion - SITUATIONAL AWARENESS https://situational-awareness.ai/from-agi-to-superintelligence/ 3 comments
- Superconducting Supercomputers - by Grigory Sapunov https://gonzoml.substack.com/p/superconducting-supercomputers 0 comments
- The Future of Compute: NVIDIA's Crown is Slipping https://mohitdagarwal.substack.com/p/from-dominance-to-dilemma-nvidia 0 comments
Linked pages
- NVIDIA Announces Financial Results for First Quarter Fiscal 2025 | NVIDIA Newsroom https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025 650 comments
- https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0 345 comments
- NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2023 | NVIDIA Newsroom https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-fourth-quarter-and-fiscal-2023 315 comments
- Microsoft says cloud AI demand exceeds supply despite spending surge https://www.cnbc.com/2024/04/25/microsoft-says-cloud-ai-demand-exceeds-supply-despite-spending-surge.html 154 comments
- How to Build a $20 Billion Semiconductor Fab https://www.construction-physics.com/p/how-to-build-a-20-billion-semiconductor 130 comments
- AWS acquires Talen’s nuclear data center campus in Pennsylvania - DCD https://www.datacenterdynamics.com/en/news/aws-acquires-talens-nuclear-data-center-campus-in-pennsylvania/ 116 comments
- I. From GPT-4 to AGI: Counting the OOMs - SITUATIONAL AWARENESS https://situational-awareness.ai/from-gpt-4-to-agi/ 91 comments
- Mark Zuckerberg indicates Meta is spending billions on Nvidia AI chips https://www.cnbc.com/2024/01/18/mark-zuckerberg-indicates-meta-is-spending-billions-on-nvidia-ai-chips.html 71 comments
- How to Feed the AIs – Casey Handmer's blog https://caseyhandmer.wordpress.com/2024/03/12/how-to-feed-the-ais/ 61 comments
- https://www.reuters.com/technology/microsoft-openai-planning-100-billion-data-center-project-information-reports-2024-03-29/ 42 comments
- https://carnegieendowment.org/chinafinancialmarkets/91161 38 comments
- Your country needs funds: The extraordinary story of Britain’s early efforts to finance the First World War – Bank Underground https://bankunderground.co.uk/2017/08/08/your-country-needs-funds-the-extraordinary-story-of-britains-early-efforts-to-finance-the-first-world-war/ 20 comments
- Nvidia B100, B200, GB200 - COGS, Pricing, Margins, Ramp - Oberon, Umbriel, Miranda https://www.semianalysis.com/p/nvidia-b100-b200-gb200-cogs-pricing 19 comments
- AMD can get ~65% more mi300x from the same 5nm wafer than Nvidia can get H100s. : AMD_Stock https://old.reddit.com/r/AMD_Stock/comments/18es0ks/amd_can_get_65_more_mi300x_from_the_same_5nm/ 17 comments
- What remains of the Manhattan Project | Restricted Data http://blog.nuclearsecrecy.com/2015/06/12/what-remains-of-the-manhattan-project/ 13 comments
- Warnings Emerge Over Emirati A.I. Firm G42’s Ties to China - The New York Times https://www.nytimes.com/2023/11/27/us/politics/ai-us-uae-china-security-g42.html 11 comments
- https://www.wsj.com/business/energy-oil/big-techs-latest-obsession-is-finding-enough-energy-f00055b2 6 comments
- [2303.08774] GPT-4 Technical Report https://arxiv.org/abs/2303.08774 1 comment
- Trends in GPU price-performance https://epochai.org/blog/trends-in-gpu-price-performance 0 comments
- OpenAI Passes $1 Billion Revenue Pace as Big Companies Boost AI Spending — The Information https://www.theinformation.com/articles/openai-passes-1-billion-revenue-pace-as-big-companies-boost-ai-spending 0 comments
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